Lesson 5 - Introduction to the Manager access

Ok, you have just finished configuring all necessary information in the Administrator access. 

Now, it is time to go to the Manager access and start configuring your workflow. 

Primetric lets you configure and add many different types of data. Depending on the stakeholders involved in the platform usage (PM, HR, Finances, Management, etc.) and the organization's needs you should adjust the platform by providing specific types of data. 

This is why not every lesson will be interesting for you, e.g. if you don't want to use the Cost & Profit Management Module, you can skip any lessons or paragraphs containing financial information.

Here is a short overview of each module:

• Resource Scheduling Module
• Resource & Skills Management Module
• Cost & Profit Management Module
• Timesheets & Time Tracking

Resource Scheduling Module

For who?

• Project Managers
• Delivery Managers
• Resource Planning Specialists

If you are mostly interested in the Resource Scheduling Module there is no need to provide any financial information. You should just take care of providing all necessary information about the capacity and availability of your employees, plan their work and plan projects in the time context. Of course, remember also about any vacations and the duration of the contract. 

Advantages:

• plan, predict and optimize:
• people's availability and utilization level
• who will be on vacations and when
• what people will you need to deliver projects
• who, for how long, at what time, when and in which project will be working

• comprehensive reports about:
• current and future bench
• current and future vacancies
• utilization level and a quick comparison between plans and reality

Resource & Skills Management Module

For who?

• HR Managers
• Project Managers
• Delivery Managers
• Resource Planning Specialists

Resource & Skills Management Module allows you to add more information about your employees, e.g. CV, tech & soft skills, knowledge of languages, create a blind CV, manage your bench and find new specialists from outside the Organization.

Advantages:

• blind CVs:
  
• history of employee's positions
• history of skills development
• responsibilities and key activities
• tech & soft skills matrix
• knowledge of languages
• standardized & printable
• better assign people to the projects based on their experience and tech skills thanks to an intelligent assistant
• compare the project's tech skills matrix and tech skills of the people assigned to the project

Cost & Profit Management Module

For who?

• Management
• Finance Managers
• Delivery Managers
• Project Managers

Use the real power of the Primetric with the Cost & Profit Management Module which allows you to manage your costs, incomes, as well as margin of the 1st 2nd and 3rd degree (1st degree: income - cost of work, 2nd degree: income - cost of work - project overheads, 3rd degree:  income - cost of work - project overheads - organization overheads). Set up the Organization's budget for different business units, one time as well as recurring overheads, and see which client is the most profitable and which causes problems.

 Advantages:

• tentative project pipeline for the future
• margin predictions
• project's budget, cash flow, and margin
• cost of the employees as well as contractors
• organization's budget and cash flow
• client profitability
• and many more

Timesheets & Time Tracking Modules

For who?

• Employees / Developers
• Finance Managers
• Project Managers
• Delivery Managers

Timesheets & Time Tracking Modules allow your team members to log their work, see current and future assigned work and see how the plans meet with the actuals. You can also quickly export it to the .CSV or .XLSX file formats and prepare an invoice for the clients.

Advantages:

• timesheets with a comparison between planned and tracked work
• quick access to tracked project income and costs
• predictive timesheets with the information on how long you should work on the specific project
• a start-stop timer
• employee's dashboard with today's work, individual calendar with the assignments and projects list

Go to Lesson 6 - Configuring team members information